Certified Financial Consultant® (CFC)


CFC BACKGROUND
The advantages of certification for higher visibility, opportunities, and jobs.

Certification can lead to better visibility, opportunities, and jobs. In today's increasingly complex and highly-specialized economy, credentials are so important. Sure, you know you've got the skills to do the job, but how do you convince potential customers and employers you do?

CFC is a 3 Day program designed to provide you with advanced skills and knowledge of corporate finance through technical sessions and applications in real life. You will be given a comprehensive understanding on corporate finance, especially in financing and investing activities, optimizing the capital structure and company valuation.

Upon the completion of the 3 Day Program, you will receive the globally recognized CFC Certification Certificate from The Institute of Financial Consultants, Canada as well as 1 year Institute of Financial Consultants® (IFC) Membership. Each year, you are required to renew your membership and collect a minimum total of 20 Continuous Professional Education (CPE/CPD) Points.

After joining the CFC Program, you shall gain the following skills:

  • Have an understanding of the corporate finance function
  • Analyze problems, the role of managers and governance
  • Explore further the relationship between risk and return as related to financial decisions
  • Understand how the firm’s cost of capital is developed and applied
  • Analyze capital budgeting decisions in uncertain environment
  • Study financing choices, capital structure and dividend policy
  • Explore underlying assumptions of valuation models
  • Understand the key factors that drive successful M&A Transactions

Who should attend?

  • Credit Analysts
  • Budget Officers
  • Stockbrokers
  • Corporate Finance Executives
  • Corporate Planning Executives
  • Corporate Development Executives
  • Commercial Bankers
  • CFOs / Treasurers
  • Investment Bankers

AGENDA

  • The Economics of Money
    How changes in money demand or money supply are related to changes in the bond market, in interest rates, in aggregate demand and in real GDP and the price level.
  • Understanding Concept of Risk
    Understanding the concept of risk and each of its components and how the risk relates to the cost of capital.
  • Developing Risk Profile
    Developing the Risk Profile by Measuring the Risk Parameters, Operating Leverage, Estimating Cost of Capital from the Cost of Equity.
  • Finding the Right Financing Mix
    Finding the optimum target debt ratio depending on cost and benefit.
  • Value Creation
    Determine suitable valuation approaches and methodologies based on the nature of the business to ensure valuations actually reflect true value.
  • Portfolio Valuations for Alternative Investment Funds
    Understanding methods for portfolio valuations.
  • Tax Implication on Merger & Acquisition Process
    Understanding how tax strategies for successful M&A.

Our Expert


B. SRIDHAR RAO – M&A and Valuation Expert (Managing Partner Truscel Capital)

Rao is the Founder and Managing Partner of Truscel Capital, a Merger & Acquisition Advisory Firm. Rao has more than 20 Years of Expertise in the field of Merger & Acquisition Advisory Services in leading firms such as UBS, Deloitte etc with experience in leading more than 300M&A transactions. He earned his Master of Business Management from the Asian Institute of Management, Philippines in 1995 and Master of Commerce from the Bangalore University, India in 1991. He has in-depth knowledge in valuations with specific trainings such as “Equity Valuation of Strategies and Methodologies” conducted by the New York Society of Security Analysts in New York City, “Equity Valuations in Volatile Markets” conducted by the London School of Economics at London and “General Management Program” conducted by the National University of Singapore in Singapore.